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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lititz, PA

Every SEC-registered investment adviser representative at a firm office in Lititz, with the firms that employ the most of them.

31 registered advisors work in Lititz; the most are at Edward Jones (4). 4 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Lititz

FirmAdvisors in Lititz
Edward Jones news4
State Farm Investment Management Corp.3
Osaic Wealth, Inc. news2
Park Avenue Securities LLC2
Pfs Investments Inc.2
Wells Fargo Clearing Services, LLC news2
Aries Financial Navigators, Inc.1
Ascensus Investment Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Ces Investment Strategies1
Cetera Investment Advisers LLC news1
Ehg Wealth Management1
Integrity Alliance, LLC.1
Intelligent Fanatics Capital Management, LLC1
J.P. Morgan Securities LLC news1
Key Wealth Partners, LLC1
LPL Financial LLC news1
RBC Capital Markets, LLC news1
Silver Oak Securities, Incorporated1
Strategic Advisers LLC1
Thrivent Investment Management Inc.1
Truist Advisory Services, Inc. news1

Advisors in Lititz, A to Z

CFP advisors in Lititz →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173

Questions

How many financial advisors are in Lititz, PA?

31 investment adviser representatives are registered at firm offices in Lititz, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Lititz?

Edward Jones, with 4 registered advisors in Lititz, followed by State Farm Investment Management Corp. with 3.

How do I check a financial advisor in Lititz?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.